SeeBITDAOklahoma

Archambo Financial Advisors, Inc

  • 310 S OSAGE AVE, Bartlesville, OK
  • Since 2003
Estimated valueMedium confidence
$2.5M
$1.3Mlikely range$3.4M
About 2.8× its yearly profit, typical for a company this size in its industry.
Revenue
$2.5M
a year
Profit (EBITDA)
$878K
35% of revenue
Employees
6
reported in 2020
Owner not found yet
We haven't found the owner in public records
Unlikely to sell soon

How we got $2.5M

Based on its 6 employees and its payroll, both reported for PPP in 2020 and brought up to date.

6 employees × $372K each$2.2M
PPP payroll ÷ payroll's usual share of revenue$2.1M
Shown toward the top of its range×1.14
Revenue$2.5M
× 35% profit margin$878K
× 2.8 sale multiple = value$2.5M

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
Company website
Owner not found

Signs of a sale Unlikely to sell soon

  • In business 23 years (since 2003)

From public records and the company's website, not a statement that it's for sale.

What they do

Archambo Financial Advisors, Inc. is a financial planning firm in Bartlesville, OK that offers investment, retirement, estate, insurance planning and financial coaching. The pages describe it as a Registered Investment Advisor serving clients who want a financial coach.

Products & services
investment planningretirement planningestate planninginsurance planningfinancial coaching
Service area
Bartlesville, OK
Certifications
Registered Investment AdvisorMember FINRA and SIPC

From the company's website. Industry: Financial advisors.

Customers & suppliers

Suppliers & brands

  • Calton & Associates, Inc · brand it sells or installs

Estimated value over time

▲ 4% since 2020
$0$1.4M$2.8M20202026

Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
ARCHAMBO FINANCIAL ADVISORS, INC
this business
$2.5M$878K—
FIRST INVESTMENT CORPORATION
Bartlesville · 6 employees
$3.0M$1.1M0.0 mi
SUTTERFIELD FINANCIAL GROUP INC
Bartlesville · 16 employees
$6.8M$2.2M0.2 mi
REVO FINANCIAL, LLC
Bartlesville · 4 employees
$2.4M$846K0.3 mi
PERSPECTIVE MANAGEMENT COMPANY, LLC
Bartlesville · 1 employees
$380K$171K2.8 mi
DIVERSIFIED MANAGEMENT & CONSULTING LLC
Bartlesville · 3 employees
$1.5M$573K3.5 mi
V.E.C. INVESTMENT LLC
Bartlesville · 1 employees
$377K$170K4.1 mi

The full calculation

Employees reported to the SBA6
Revenue from headcount (employees × revenue per employee for companies this size)$2.2M
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$2.1M
Estimate: the two combined (geometric mean)$2.5M
EBITDA margin (industry, adjusted for size)35%
EBITDA = revenue × margin$878K

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$2.5M
Multiple for this size and industry2.8×
Value range$1.3M – $3.4M
Revenue range$1.6M – $2.8M
EBITDA range$578K – $1.0M
Industry (NAICS)Other financial investment activities (523930)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology

People & advisors

Advisors

  • BankingBancFirstPPP / SBA lender

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Banking relationships

BancFirst
PPP 2020
All 7,048 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/14/2020first$87K$88K6BancFirst

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Archambo Financial Advisors, Inc

Archambo Financial Advisors, Inc is a financial advisors company in Bartlesville, Oklahoma, in business since 2003. Its estimated annual revenue is about $2.5M, with roughly $878K of EBITDA. It has about 6 employees. Its estimated business value is $2.5M (likely range $1.3M–$3.4M).

Common questions

Who owns Archambo Financial Advisors, Inc?
The owner of Archambo Financial Advisors, Inc isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Archambo Financial Advisors, Inc make?
SeeBITDA estimates Archambo Financial Advisors, Inc's annual revenue at about $2.5M (likely between $1.6M and $2.8M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Archambo Financial Advisors, Inc worth?
About $2.5M, roughly 2.8× its estimated EBITDA of $878K, typical for a financial advisors company its size. Likely range: $1.3M–$3.4M.
How many employees does Archambo Financial Advisors, Inc have?
About 6, as reported on its PPP loan.
When was Archambo Financial Advisors, Inc founded?
Archambo Financial Advisors, Inc has been in business since 2003.